Weekly Theme Wrap (Mar 16 – Mar 20)

March 20, 2026 · #Nuclear #Holding Companies #Telecom Equipment #5G #Wind #Semiconductor Equipment #Solar #Power Equipment #Robotics (Industrial & Collaborative) #Pharma

5 trading days · top 10 themes — most persistent is Nuclear at 3 days (weekly avg. +13.5%). Best single day this week: Mar 20, +24.0%.

Trading days5d Most days strong3d weekly avg.+13.5% LeaderSNTEnergy

Average change over the period

Average change of member stocks, by theme · descending
Nuclear
+13.5%
Holding Companies
+7.6%
Telecom Equipment
+15.1%
5G
+12.2%
Wind
+10.6%
Semiconductor Equipment
+10.5%
Solar
+9.8%
Power Equipment
+9.3%
Robotics (Industrial & Collaborative)
+8.9%
Pharma
+6.8%

Nuclear led the week of Mar 16 to Mar 20, strong on 3 days with an average change of 13.51%. Its best day came on Mar 20, with a change of 24.04%.

Holding Companies also stayed strong for 3 days, averaging 7.64% and peaking at 8.97% on Mar 18. DN Automotive, OCI Holdings Company and Woongjin led the group.

Telecom Equipment posted the week’s highest average change at 15.1%, with Wooriro as its only leader. Wooriro also led 5G, which averaged 12.18%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Nuclear3d+13.5%2026-03-20 (+24.0%)recurredSNTEnergy, Daewoo Engineering & Construction, Orbitech
Holding Companies3d+7.6%2026-03-18 (+9.0%)runningDN Automotive, OCI Holdings Company, Woongjin
Telecom Equipment2d+15.1%2026-03-20 (+20.6%)runningWooriro
5G2d+12.2%2026-03-20 (+14.9%)runningWooriro
Wind2d+10.6%2026-03-20 (+16.1%)recurredSK oceanplant, Daechang Solution
Semiconductor Equipment2d+10.5%2026-03-17 (+11.0%)runningShinsung E&g, GnBS eco
Solar2d+9.8%2026-03-20 (+11.8%)recurredShinsung E&g, Carry
Power Equipment2d+9.3%2026-03-20 (+10.3%)recurredSeojeon Electric Machinery, Cheil Electric
Robotics (Industrial & Collaborative)2d+8.9%2026-03-17 (+10.2%)runningIl, NRobotics
Pharma2d+6.8%2026-03-18 (+7.5%)runningKyongbo Pharmaceutical, Kukjeon

What to Watch Next Week

Six themes posted their best day on Mar 20, so the late-week strength is the thread to follow. Wind peaked at 16.05% that day, and Solar at 11.84%.

Semiconductor Equipment peaked on Mar 17 at 11.03%, as did Robotics (Industrial & Collaborative) at 10.19%. It remains to be seen whether those earlier moves pick up again.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-1603-1703-1803-1903-20
Nuclear+5.3+11.2+24.0
Holding Companies+8.2+5.7+9.0
Telecom Equipment+9.6+20.6
5G+9.4+14.9
Wind+5.2+16.1
Semiconductor Equipment+9.9+11.0
Solar+7.7+11.8
Power Equipment+8.3+10.3
Robotics (Industrial & Collaborative)+10.2+7.7
Pharma+6.1+7.5
Down UpBlank = not in that day's strong list